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박재훈투영인 프로필 사진박재훈투영인
The Shifting Global Order: Trump-Vance Warnings and the Future of Alliances (Feb 21, 2025)
created At: 3/19/2025
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This analysis was written from a neutral perspective. We advise you to always make careful and well-informed investment decisions.
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Fact
Trump administration seeks to dismantle U.S. alliances. Trump has opposed alliance costs since 1987. Vance criticized European democracies at the Munich Security Conference. Bessent pushed for a deal granting the U.S. 50% of Ukraine’s economic resources
Opinion
The Trump administration’s foreign policy shift aims to restructure global alliances, particularly reducing U.S. support for Europe and Ukraine. The agreement Bessent presented appears to maximize U.S. economic benefits while excluding Europe. However, Europe has already contributed more to Ukraine’s survival than the U.S., contradicting Trump’s statements. Calls for seizing Russian assets and forming an independent military alliance indicate Europe’s urgent need to adapt to America’s changing strategy.
Core Sell Point
As the Trump administration weakens U.S. alliances and reduces support for Ukraine, Europe must develop independent military and economic strategies to secure its future.

For 80 years, U.S. alliances have been the foundation of American foreign policy, trade, and cultural influence. U.S. security investments in allied nations have helped maintain peace in unstable regions.

However, the Trump administration is actively working to dismantle the post-World War II order. This is not new—Trump has opposed the high cost of U.S. alliances since 1987.

During his first term, his cabinet often blocked attempts to sever military and diplomatic ties with allies. But now, Trump has surrounded himself with officials prepared for radical change.

At the Munich Security Conference, Vice President J.D. Vance made misleading statements suggesting that European democracies are not truly democratic. He indicated that the U.S. is no longer interested in discussing Europe’s security.

Meanwhile, Treasury Secretary Scott Bessent presented a two-page agreement to Ukrainian President Zelensky, demanding that Ukraine permanently hand over 50% of all economic value tied to its resources to the U.S.

Key Developments & Reactions

  • Europe’s Contributions to Ukraine: Despite Trump’s false claims, European nations have contributed more than the U.S. to Ukraine’s military and economic survival. However, they are expected to be excluded from this deal.

  • Ambiguity in U.S. Demands: The document does not clarify which American entities would benefit from this resource agreement.

  • Trump’s False Statements on Ukraine:

    • Ukraine did not start the war—Russia invaded and continues to attack Ukraine.

    • Zelensky is not a dictator—Ukraine’s government operates under martial law due to ongoing war threats, but political discourse remains free.

  • European Response:

    • Seizing Russian Assets: European nations should seize $300 billion in frozen Russian assets to fund Ukraine’s defense and reconstruction—a move that could deter Russia by signaling a prolonged war.

    • Creating an Independent Defense Coalition: Given America’s unpredictability, Europe must build its own deterrence capabilities.

[Compliance Note]

  • All posts by Sellsmart are for informational purposes only. Final investment decisions should be made with careful judgment and at the investor’s own risk.

  • The content of this post may be inaccurate, and any profits or losses resulting from trades are solely the responsibility of the investor.

  • Core16 may hold positions in the stocks mentioned in this post and may buy or sell them at any time.

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